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Sun Life Financial of Canada FSAVC Plan (CAS-38761-Q0T4)

Complainant: Dr N
Complaint Topic: Benefits: refusal/failure to pay or late payment
Ref: CAS-38761-Q0T4
Outcome: Not upheld
Appeal outcome: None
Respondent: Sun Life Financial of Canada
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold Dr N’s complaint and no further action is required by SLFC.

Complaint summary

Dr N has complained that SLFC did not apply a loyalty bonus to her pension benefits when the Plan matured. While she has recognised that she did not fully meet the criteria for the payment of the bonus, she has argued that SLFC did not adequately communicate to her the implications of her ceasing to make contributions to the Plan.

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